Roles and Security Settings

This page is accessed through the Configuration Menu on the left-hand navigation bar. This page allows access to the following configuration pages within SmartSimple:

Role & Category Settings

User Roles - Use roles to control the menu, portal, reports and fields associated with a specific group of users or contacts. Roles also control field visibility and the types of contacts a user in a specific role can add to the system.

Company Roles - These roles are only applicable within the Universal Tracking application to define the the types of relationships between companies and Level 1 entities.

Organization Categories - Use this feature to create categories for companies, control visibility to companies in a specific category and define custom fields for each category.

People Relationships - Only applicable if you are using the People relationship feature and used to define relationships types can be established in that feature.

User Groups - Use this feature to create groups of users which will assist with searching and filtering similar users in the system.

Permission Settings

System Permissions - Determine which roles are associated with specific system functions.

Application Permissions - Determine which roles are associated with base application functions.

UTA Permissions - Determine which roles are associated with Universal Tracking Application functions.

Arcadia Permissions - Determine which roles are associated with the Arcadia interface.

Notes Permissions - Determines which roles can create and view specific types of Notes.

Annotation Permissions - Determines which roles can create and view specific types of Annotations.